Applied Financial Planning Inc.

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Applied Financial Planning Inc.

Financial Advisors-Consultants Investment Services Financial Services

Contacts

Primary

Lucia Carden

Communications Associate

Marcelo Bernardo

Wealth Advisor

Sarah Gatsby

Client Service Associate

Andrea Graham

Wealth Advisor

Steve Henningson

Wealth Advisor

Spencer Johnston

Associate Wealth Advisor

Mr. William O'Connor

Founder/Wealth Advisor

Jonathan Schaeffer

Associate Wealth Advisor

Sean Walker

Wealth Advisor

Michelle Zuniga

Director of First Impressions

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